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iShares S&P 500 Growth ETF

1,911 hedge funds and large institutions have $48.3B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 599 increasing their positions, 757 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.93% less ownership

Funds ownership: 73.84%72.91% (-0.93%)

4% less funds holding in top 10

Funds holding in top 10: 197190 (-7)

21% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 757

Holders
1,911
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
190
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.2M
Puts
$17.7M
Net Calls
Net Calls Change

Top Sellers

1 -$222M
2 -$176M
3 -$126M
4
Wells Fargo
Wells Fargo
California
-$76.5M
5
Morgan Stanley
Morgan Stanley
New York
-$64.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
1826
MassMutual Private Wealth & Trust
Connecticut
$66.4K
SC
1827
Sawyer & Company
Massachusetts
$66K
VWA
1828
Valued Wealth Advisors
Utah
$65.1K
CCM
1829
Cloud Capital Management
Washington
$65K
ATC
1830
Adirondack Trust Company
New York
$64.8K
CP
1831
Covenant Partners
Tennessee
$64.5K
IBOK
1832
Independence Bank of Kentucky
Kentucky
$63.4K
CW
1833
Curio Wealth
Maryland
$62.7K
KA
1834
Kozak & Associates
Colorado
$60.8K
TWD
1835
True Wealth Design
Ohio
$60.5K
OHWP
1836
Oak Harbor Wealth Partners
North Carolina
$60K
CFS
1837
Compass Financial Services
Iowa
$57K
BLC
1838
Brown, Lisle/Cummings
Rhode Island
$55.5K
CMBA
1839
C.M. Bidwell & Associates
Hawaii
$54.6K
HWM
1840
HighMark Wealth Management
Minnesota
$51.1K
HIW
1841
Holos Integrated Wealth
Pennsylvania
$50.3K
MDCM
1842
Morgan Dempsey Capital Management
Wisconsin
$48.3K
Optiver Holding
1843
Optiver Holding
Netherlands
$45.6K
FCG
1844
Financial Connections Group
California
$45K
BAM
1845
Bellevue Asset Management
Washington
$43K
BTD
1846
BankPlus Trust Department
Mississippi
$42.9K
OAJ
1847
Ogorek Anthony Joseph
New York
$42K
PP
1848
PFS Partners
New Jersey
$40.7K
FC
1849
Financial Consulate
Maryland
$40.6K
PCA
1850
Providence Capital Advisors
North Carolina
$39.1K